Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 22,833 | $784,085 | None |
| Asset Allocation Strategies LLC | 2026-06-30 | 2026-08-18 | 134,451 | $4,617,064 | None |
| Sequent Planning LLC | 2026-06-30 | 2026-08-15 | 32,189 | $1,105,354 | None |
| Milestone Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 2,072 | $71,153 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 8,740 | $300,130 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 7,255 | $249,157 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 143,465 | $4,926,588 | None |
| FLOW TRADERS U.S. LLC | 2026-06-30 | 2026-08-15 | 26,845 | $922,000 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 51,607 | $1,771,082 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 20,527 | $703,255 | None |
| Invesco Ltd. | 2026-06-30 | 2026-08-15 | 17,725,557 | $608,695,627 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 8,804 | $302,329 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 95 | $3,262 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 18,966 | $651,292 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 1,927 | $66,173 | None |
| Curry Webb Wealth Management LLC | 2026-06-30 | 2026-08-14 | 223,176 | $7,663,848 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 20,555 | $705,846 | None |
| CIBC WORLD MARKET INC. | 2026-06-30 | 2026-08-14 | 130,442 | $4,479,378 | None |
| CI INVESTMENTS INC. | 2026-06-30 | 2026-08-14 | 2,123,330 | $72,915,152 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 187,795 | $6,448,901 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 2 | $70 | None |
| COMPASS FINANCIAL MANAGEMENT LLC | 2026-06-30 | 2026-08-13 | 123 | $4,224 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 1,088 | $37,362 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 34,383 | $1,180,720 | None |
| EP Wealth Advisors, LLC | 2026-06-30 | 2026-08-13 | 4,718 | $162,016 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 4,868 | $167,167 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 2 | $69 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 1,449 | $49,747 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 3,615 | $123,886 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 326 | $11,172 | None |
| Keating Financial Advisory Services, Inc. | 2026-06-30 | 2026-08-12 | 47,294 | $1,624,076 | None |
| VestGen Advisors, LLC | 2026-06-30 | 2026-08-12 | 10,541 | $361,982 | None |
| Horizon Family Wealth, Inc. | 2026-06-30 | 2026-08-12 | 9,132 | $313,593 | None |
| Empirical Asset Management, LLC | 2026-06-30 | 2026-08-11 | 10,359 | $355,736 | None |
| LPL Financial LLC | 2026-06-30 | 2026-08-08 | 883,470 | $30,338,364 | None |
| MML INVESTORS SERVICES, LLC | 2026-06-30 | 2026-08-08 | 12,821 | $440,287 | None |
| Geneos Wealth Management Inc. | 2026-06-30 | 2026-08-07 | 430,046 | $14,767,780 | None |
| Global Retirement Partners, LLC | 2026-06-30 | 2026-08-07 | 1,045 | $35,873 | None |
| SouthState Bank Corp | 2026-06-30 | 2026-08-07 | 929 | $31,902 | None |
| Simplicity Wealth,LLC | 2026-06-30 | 2026-08-07 | 14,502 | $498,000 | None |
| PAX Financial Group, LLC | 2026-06-30 | 2026-08-06 | 66,493 | $2,283,370 | None |
| Signal Advisors Wealth, LLC | 2026-06-30 | 2026-08-05 | 20,882 | $717,104 | None |
| ENVESTNET ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-04 | 104,615 | $3,592,473 | None |
| Mascagni Wealth Management, Inc. | 2026-06-30 | 2026-08-01 | 9,080 | $311,817 | None |
| MGO ONE SEVEN LLC | 2026-06-30 | 2026-08-01 | 79,113 | $2,716,740 | None |
| Lunt Capital Management, Inc. | 2026-06-30 | 2026-07-31 | 11,066 | $380,006 | None |
| Alteri Wealth LLC | 2026-06-30 | 2026-07-30 | 15,770 | $541,542 | None |
| Avestar Capital, LLC | 2026-06-30 | 2026-07-30 | 184,224 | $6,326,252 | None |
| WealthPlan Investment Management, LLC | 2026-06-30 | 2026-07-29 | 14,612 | $501,776 | None |
| Kestra Advisory Services, LLC | 2026-06-30 | 2026-07-29 | 15,693 | $538,898 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.